Greater Toronto

Information Systems Branch

Changes to the PMBOK Guide,

5th Edition, and
What You Should Know
Toronto, Ontario
January 17, 2013
Project Management
Training & Consulting

Presented by: Alexander Stanisic

Agenda

Presentation of changes introduced in the

PMBOK 5th edition

How the differences between the PMBOK 4th

and 5th editions will affect project management
practitioners

How the differences between the PMBOK 4th

and 5th editions will affect those studying for the
PMP and CAPM exams

Q&A

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

History
1969 PMI founded
1983 PMI Ethic, Standards and Accreditation Report

(Standards section - PMBOK)

1987 Revised PMBOK
1996 PMBOK Guide First Edition
1998 PMI officially accredited by ANSI
as a Standards developer
2000 PMBOK Guide Second Edition
2004, Dec 31 PMBOK Guide Third Edition
2008, Dec 31 PMBOK Guide Fourth Edition
2012, Dec. 31 PMBOK Guide Fifth Edition
Note: PMI Standards are updated at least every five years in accordance with ANSI Guidelines

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

The PMI Standards

New standards for multi-project environments:

The Standard for Program Management - Third Edition
The Standard for Portfolio Management - Third Edition
Organizational Project Management Maturity Model

(OPM3) - Third Edition will be published in Q4 2013

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

The PMI Standards

Practice standards no current changes

PMBOK Guide Extensions (Construction and

Government) no current changes

Software Extension to the PMBOK Guide
- The intent is to build a bridge between the PMBOK and Agile

- The purpose is to discuss differences in predictive vs. adaptive

approaches and the pros and cons of each
- PMI anticipates gradual alignment of this new Software Extension
with the PMI-ACP Exam over time
- The public exposure draft of the Software Extension is available,
and publication is scheduled for September 30, 2013

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

PMI Statistics
As of November 30, 2012:
- 500,082 Project Management Professionals (PMP)
- 19,849 Certified Associates in Project Management (CAPM)
- 823 Program Management Professionals (PgMP)

- Close to 400,000 members of PMI worldwide

- PMI will officially publish 10 translations of the PMBOK

Guide - Fifth Edition, which are scheduled for release in Q4
2013: Arabic, Chinese (Simplified), German, French, Italian,
Japanese, Portuguese (Brazilian), Russian, Spanish, Korean

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Between the PMBOK 4th and 5th Editions

- PMBOK 4th Edition: 345 pages + Appendices

- PMBOK 5th Edition: 461 pages + Appendices

- The content from the PMBOK4 - Section 3 has

been moved to the new Annex A called The
Standard for Project Management of a Project
(ANSI/PMI standard 99-001-2013)
- The PMBOK 5th is now completely aligned
with the brand new ISO 21500 global project
management standard
Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

PMBOK Guide Editions Changes

1st

2nd

3rd

4th

5th

37

39

44

42

47

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

PMBOK Guide 5th Edition Changes

Can be grouped into three general categories:
Harmonization
Additions
Reorganization

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

PMBOK Guide 5th Edition Changes

Harmonization
DIKW model used to reshape the definitions:

Work Performance Data The raw observations and

measurements (from Direct & Manage Project Work)
Work Performance Information The performance data
collected from controlling processes, analyzed and
integrated (i.e. status information and forecasts)
Work Performance Reports The physical or electronic
representation of work performance information
(available to some processes to create items like
Change requests, Project plan or other updates)

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

PMBOK Guide 5th Edition Major Changes

More realistic and slightly easier to read

Predictive mindset is still dominant

New knowledge area: Stakeholder Management
Management plans for all knowledge areas

New concepts: Business Value, Prematurely

Terminated Projects, Risk Appetite, Risk Threshold

and Risk Attitude
Changed concepts: PM, Stakeholder, Sponsor
Significantly expanded and improved glossary

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Project Management Processes Changes

Knowledge area

Discontinued processes

Changed (name) processes

New processes

Direct and Manage Project Work

Direct and Manage Project Execution

Integration

Validate Scope
Verify Scope

Scope
Time
Cost

Plan Scope Management

Plan Schedule Management
Plan Cost Management

Plan Quality
Plan Quality Management

Quality

Control Quality
Perform Quality Control
Plan Human Resource Management
Develop Human Resource Plan

Human Resource
Communications

Plan Communications Management

Identify Stakeholders
Plan Communications
Distribute Information
Manage Communications
Manage Stakeholder Expectations
Report Performance
Control Communications

Risk

Control Risks
Monitor and Control Risks

Procurement

Plan Procurement Management

Plan Procurements
Control Procurements
Administer Procurements

Stakeholder Management

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Identify Stakeholders
Plan Stakeholder Management
Manage Stakeholder Expectations
Control Stakeholder Engagement

Alexander Stanisic

Chapter 1 - Introduction Changes

Subprograms and Subportfolios
Higher Level Programs -> Programs (Portfolios)
Lower Level Programs -> Subprograms (Subportfolios)

Project Management Office

Supportive PMOs (consultative)

Controlling PMOs (supportive + compliance)

Directive PMOs (directly managing)

Strategy and Governance

Project Manager has to know the organizational governance

and strategy to be successful and understand if the

organization is mature enough to provide them

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Chapter 1 - Introduction Changes

Business Value
Introducing and explaining the Business Value concept

Project Manager
PMBOK 4: the person assigned by the performing

organization to achieve project objectives

PMBOK 5: assigned to lead the team that is responsible
for achieving the project objectives

Enterprise Environmental Factors

Moved to the Chapter 2

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Chapter 2 - Stakeholder, Success, Team

and Phase Changes
Stakeholder
PMBOK 4: persons or organizations, who are actively involved in

a project or whose interests may be positively or negatively affected by

the performance or completion of a project
PMBOK 5: the same as above plus if you perceive yourself
affected by a decision, activity or the outcome of a project

Stakeholder types
Added: Business partners, project team, PMOs
Removed: Portfolio and program managers

Sponsor
Defined as accountable for enabling project success

Project Governance
More detailed Project Governance Framework included

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Chapter 2 - Stakeholder, Success, Team

and Phase Changes
Project Success
Defined as the completion of a project within the scope, time,

cost, quality, resource and risk boundaries agreed on between

project and senior managements
No customer satisfaction - yet

Project Team
Now responsible for achieving the project objectives
Dedicated and part-time

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Chapter 3 - Project Management Processes

Changes
Complete removal of all the ITTO (inputs, tools &

techniques, outputs) diagrams

Part of the Annex Standard of Project Management of a Project

Monitoring and Controlling Process Group

Described as background process group for all other

processes
New agile term: Incremental deliverables

Initiating Process Group

Business case

Project vision

Closing Process Group

Projects can be terminated prematurely
Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Chapter 4 Project Integration Management

Changes
Develop Project Charter
Contracts replaced with Agreements as the input (LoA, LoI,

SLA, e-mail, verbal agreements, etc.)

Facilitation techniques
Summarizing tools and techniques like

brainstorming, conflict resolution, problem

solving and meeting management

Every process diagrams now include the processes

which consume outputs from that process

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Chapter 5 - Scope Management Changes

Plan Scope Management
Collect Requirements

Business requirements
Stakeholder requirements
Solution requirements (functional and non-functional)
Transition requirements
Project requirements
Quality requirements

Define scope
New iterative approach to allow progressive elaboration

Validate instead of verify scope

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Chapter 6 - Time Management Changes

Plan Schedule Management
Sequence Activities
PMBOK 4: mandatory, discretionary and external

dependencies
PMBOK 5: mandatory, discretionary, external and internal
dependencies (a team planning to test a machine which has to
be internally assembled first)
Triangular Distribution: tE = (tO + tM + tP) / 3
Reserve Analysis (Contingency, Management) well explained

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Chapter 7 - Cost Management Changes

Plan Cost Management
Estimate Costs
Rough order of magnitude example changed from +/- 50%

to -25% to +75%
Definite Estimate changed from +/- 10% to -5% to +10%

Determine Budgets
Management reserve now included in the cost baseline

Control Costs
Earned Value Management new summary table

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Chapter 8 - Quality Management Changes

Overview
A new table maps the Initiating, Planning, Executing, Monitoring &

Controlling, Closing Process groups to Demings PDCA (Plan, Do,

Check, Act), and other models developed by others and used in Quality
Assurance and Quality Control

Plan Quality Management

Cause-and-effect diagrams, flowcharts, checksheets, Pareto diagrams,

histograms, control charts and scatter diagrams are now summarized

as the new term 7 basic quality tools

Perform Quality Assurance

Affinity diagrams, process decision program charts, interrelationship

digraphs, tree diagrams, prioritization matrices, activity network

diagrams and matrix diagrams are summarized as 7 Quality
Management and Control Tools

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Chapter 9 - Human Resource Management

Changes
Plan Human Resource Management
Known in PMBOK 4 as Develop Human Resource Plan

New tool: Multi-criteria decision analysis

Including team member selection criteria based on:

Availability

Cost

Experience

Ability

Knowledge

Skills

Attitude

Internal factors

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Chapter 10 - Communications Management

Changes
Communication loop
Transmitting a message from the sender to the receiver +

acknowledgement of the message by the receiver + getting a

feedback

More detailed processes

Manage Communications and Control Communications

renamed from Distribute Information & Report Performance

Manage Stakeholder Expectations

Moved to the new knowledge area together with the Identify

Stakeholders process

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Chapter 11 Risk Management Changes

Risk Appetite, Risk Threshold, Risk Attitude
Risk Appetite is the degree of uncertainty an entity is willing to

take on, in anticipation of a reward.

Risk Threshold is a measure of the level of uncertainty or the
level of impact at which a stakeholder may have a specific
interest. Below that risk threshold, the organization will accept
the risk. Above that risk threshold, the organization will not
tolerate it.
Risk Attitude is a chosen response to risk influence by
perception.

Process update
Control Risks renamed from Monitor and Control Risks

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Chapter 12 Procurement Management

Changes
Processes update
Plan Procurement Management renamed from Plan

Procurements
Control Procurements renamed from Administer
Procurements

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Chapter 13 Stakeholder Management

Identify Stakeholder no changes

Plan Stakeholder Management

Stakeholders Engagement Assessment Matrix to analyze current and
desired levels of engagement presented as the following categories:
Unaware
Resistant
Neutral
Supportive
Leading

Manage Stakeholder Engagement no changes

Control Stakeholder Engagement
For monitoring overall stakeholder relationships
with strategies and plans for engaging them
Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Major Glossary Terms Changes

Project Management Plan
The definition not require to be formal or approved anymore

Project Life Cycle / Project Phase

The definitions do not require to be sequential anymore

Baseline
Defined as an approved project plan AND as an approved

version of a work product

Removed
Critical Activity, Slack, Subphase

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

How the differences between the

PMBOK 4th and 5th editions will
affect those studying for the
PMP and CAPM exams?

Credential Examinations Changes

Credential

Exam Updated

If you take your Exam

If you take your Exam
ON or AFTER this
BEFORE this date
date

PMP

31 July 2013

Use PMBOK
Guide 4th Edition

Use PMBOK
Guide 5th Edition

CAPM

31 July 2013

Use PMBOK
Guide 4th Edition

Use PMBOK
Guide 5th Edition

PMI-SP

31 August 2013

Use PMBOK
Guide 4th Edition

Use PMBOK
Guide 5th Edition

PMI-RMP

31 August 2013

Use PMBOK
Guide 4th Edition

Use PMBOK
Guide 5th Edition

PgMP

31 July 2013

Use PMBOK
Guide 4th Edition

Use PMBOK
Guide 5th Edition

Only a small percentage of examination items/questions require updates that directly address
actual changes in the standards
As a regular part of the examination update process, PMI would add new questions that replace
older questions on a periodic schedule
The most recent significant change was on 31/08/2011 for about 30% of the PMP exam questions

Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic

Q &A

Thank You!
alexander.stanisic@globalknowledge.com
Changes to the PMBOK Guide, 5th Edition, and What You Should Know

Alexander Stanisic